BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.28%
4,570
52
$254K 0.28%
2,999
-265
53
$231K 0.25%
5,885
54
$228K 0.25%
2,188
-290
55
$225K 0.24%
1,000
56
$221K 0.24%
4,500
+2,800
57
$211K 0.23%
2,709
58
$211K 0.23%
60
59
$189K 0.21%
1,000
60
$186K 0.2%
1,925
61
$184K 0.2%
8,500
62
$184K 0.2%
1,819
+195
63
$179K 0.19%
21,420
+996
64
$169K 0.18%
7,519
65
$163K 0.18%
1,502
66
$162K 0.18%
2,991
67
$154K 0.17%
1,205
68
$152K 0.17%
8,325
69
$151K 0.16%
1,296
70
$149K 0.16%
+1,200
71
$142K 0.15%
17,256
-1,710
72
$142K 0.15%
6,006
73
$141K 0.15%
1,505
+4
74
$141K 0.15%
5,470
+300
75
$138K 0.15%
109
1 2
3
4 5